360 Financial Marks Three Decades of Excellence in Wealth Management and Awards in Minnesota

Celebrating 30 Years of 360 Financial's Commitment to Wealth Management

WAYZATA, Minn. – As 2025 unfolds, 360 Financial proudly celebrates its 30th anniversary as a renowned fiduciary wealth management and financial planning firm based in Minnesota. Since its inception in 1995 by Mike Rogers, AIF®, 360 Financial has evolved from a small advisory practice into a respected industry leader, known for its unwavering commitment to fiduciary principles and exceptional service.

Marking three decades in the industry, the firm has garnered numerous accolades, including the Forbes Best-in-State Wealth Advisors and the Minneapolis/St. Paul Business Journal's Best Places to Work. These recognitions highlight 360 Financial's dedication not only to its clients but also to fostering a positive workplace culture.

Mike Rogers, the founder and CEO, reflects on the foundation of the firm: "We started with a simple belief—that financial planning should feel personal, human, and built around the lives people want to lead. Thirty years later, that belief remains unchanged. What's different now is the substantial impact we've been privileged to make in the lives of our clients and communities."

Smart Financial Planning with Humanity

At the heart of 360 Financial is a client-first philosophy centered on building, preserving, and transferring wealth with clarity and confidence. The firm's approach extends beyond traditional advisory services; it emphasizes creating meaningful lifelong relationships that stand the test of time.

During its journey, 360 Financial has been instrumental in assisting various demographics—individuals, families, and business owners—in achieving their personal and financial goals. Whether clients aspire to be work-optional or need help navigating significant life transitions, the firm's holistic approach ensures that every financial plan is aligned with its clients' values and dreams.

The Proprietary LifeWealth Process

One of the standout features that differentiates 360 Financial is its LifeWealth process, a proprietary method that integrates various financial services into one cohesive strategy. This comprehensive approach encompasses investment management, retirement planning, tax coordination, risk management, and estate planning, all tailored to each client's unique purpose.

360 Financial collaborates with reputable partners like Rapacki + Co. for tax-related services to ensure clients receive coordinated financial guidance covering all aspects of their financial lives. This collaboration demonstrates the firm's commitment to offering a truly integrated financial experience.

Looking Ahead

As it embarks on this new chapter, 360 Financial is excited about expanding its presence throughout Minnesota while continually delivering superior fiduciary advice. Mike Rogers added, "We're proud of our past, but what excites us even more is the promise of the future. Our legacy is built not just on our accomplishments but on the relationships we've nurtured along the way."

A Strong Community Commitment

Community relationships play a significant role in the firm's mission. 360 Financial is dedicated to reinforcing the values that have guided its operations since day one: integrity, empathy, and a holistic approach to client care. These principles, combined with the firm's extensive experience and award-winning status, position 360 Financial as a trusted partner in the journey toward lasting financial success.

Conclusion

In conclusion, 360 Financial's 30th anniversary stands as a testament to its long-standing commitment to fiduciary excellence, client-centered service, and a positive work culture. As it continues to evolve and adapt in an ever-changing financial landscape, the firm remains committed to its core mission: empowering clients to realize their financial goals while navigating the complexities of wealth with ease. To learn more about 360 Financial and their services, visit their website.